Item: Totango
Rating: 8
Author: Verified User

Overall Satisfaction with Totango

Use Cases and Deployment Scope

Totango is used by our client success team, not across the whole organization. It allows us to be able to track client health, understand client activity, keep track of client contact, send campaigns to specific clients and overall make sure we aren't missing red flags when it comes to client churn.

Pros and Cons

Pros

Ability to create client segments in reporting - breakdown exactly what you want to see
Easy, automated tracking of client touchpoints
Ability to send email campaigns

Cons

Better integration with salesforce and other apps (hubspot, etc)
Save reminder if you click back button on browser when creating a segment - so you don't lose a report
Better tagging system, ability to better ID clients to remove or add to campaigns

Return on Investment

Increasing the lifetime value of existing customers
Improved retention
Better overall understanding of client lifecycle and health

Key Insights

Do you think Totango delivers good value for the price?

Yes

Are you happy with Totango's feature set?

Yes

Did Totango live up to sales and marketing promises?

Yes

Did implementation of Totango go as expected?

I wasn't involved with the implementation phase

Would you buy Totango again?

Yes

Support Rating

Our admin ususally manages issues that go to support, but appear to be relatively quick in response and handling issues.

Usability

There is a learning curve- segments and campaigns can be tricky, but once you get a hang of it - its smooth sailing.

Likelihood to Recommend

Well Suited: Managing client health and activity, sending email campaigns based on segments and time, reporting and segmenting out clients based on status, type, size, etc. Great for day to day tracking of clients

Less Appropriate - not ideal for sales functions

Totango Feature Ratings

Comments

Please log in to join the conversation

Helped Improve Client Health & Retention with its Savvy Features